Motley Fool Value Factor ETF (MFVL): ETF
ETF traded on XNAS under symbol MFVL. Quoted in usd.
Motley Fool Value Factor ETF
The Motley Fool Value Factor ETF (MFVL) is a passively managed fund designed to mirror the performance of US companies that the issuer identifies as undervalued relative to their fundamental financial health. Its underlying index meticulously examines a carefully chosen universe of highly-regarded companies recommended by Motley Fool, ultimately selecting the top 100 firms based on specific valuation criteria. To determine a company's attractiveness as a value investment, the selection process integrates three distinct, proprietary scoring mechanisms: an adjusted book-to-price ratio, the gross profits-to-enterprise value (EV) ratio, and the total shareholder yield. Although the index undergoes rebalancing every three months, its holdings might at times be heavily concentrated within a particular industry. Additionally, the fund may engage in lending its securities to generate extra revenue.
Largest holdings
- BRK-B Berkshire Hathaway Inc5.23%
- DIS Walt Disney Co/The5.12%
- XOM ExxonMobil Holdings Corp4.80%
- CVX Chevron Corp4.78%
- TMUS T-Mobile US Inc4.56%
- COF Capital One Financial Corp4.50%
- CVS CVS Health Corp4.34%
- CRM Salesforce Inc4.14%
- BMY Bristol-Myers Squibb Co4.11%
- HCA HCA Healthcare Inc3.53%
30d
1.93K
60d
2.74K
90d
2.43K